Company records / zocks.io

Zocks

Zocks (zocks.io): no confident changes recorded yet; website history since November 2026. Homepage last checked 12 November 2026.

First recorded website

Observed 12 November 2026

Our earliest capture with readable facts. This is our first observation, not when the company introduced these things. These website claims are not independently verified.

How it described itself

The AI Assistant for financial advisors

5,000+ firms run on Zocks, the #1 AI Assistant for Financial Services (G2). Automate meeting prep, notes, onboarding & financial plans. Book a demo today.

Homepage

Displayed as customers on the website: Concurrent · Triad Wealth · Commonwealth · Osaic · Hightower · LPL Financial · Carson · Kestra · RFG · Advisors Excel · Cambridge · Apollon · United Planners · NewEdge Advisors · TAG · JW Cole · Affiliated Advisors · Mutual · Founders Financial

Pricing page

Displayed as customers on the website: Osaic image · RFG Advisory image · Ameritas image · Advisors image · TAG image · JW cole image · Common wealth · Carson · Apollon image
Listed prices: $67 / user · $117 / user · $184 / user · $80 / user · $140 / user · $220 / user · $25 / mo
Compliance claims on the website: SOC 2

current websiteHistorical capture not publicly availableLink to first observation

All facts above belong to this capture. Unlisted fields mean we have no readable observation, not that they were absent.

Recorded changes

Newest observations first. Each interval bounds when the website changed; it is not an exact event date.

No changes recorded yet. Missing observations do not mean the company has not changed.

How it describes itself

Similar headlines are grouped together. The quote shown is from the last capture in each group, not necessarily the exact wording throughout that period.

Seen November 2026 · 1 capture · latest observed messagingThe AI Assistant for financial advisors
5,000+ firms run on Zocks, the #1 AI Assistant for Financial Services (G2). Automate meeting prep, notes, onboarding & financial plans. Book a demo today.
This wording observed 12 November 2026.
current websiteHistorical capture not publicly available

Cite this record

StartupHistory, “Zocks” company record, https://startuphistory.org/c/zocks.io

Machine-readable: /c/zocks.io.json. How changes are found: method.